The investment funds
You can sort the funds available to you for easy comparison.
There are 18 funds that match your criteria.
UK Equity Index Fund
About this fund
This fund invests in the shares of UK companies and aims to achieve a return that is consistent with the return of the FTSE All-Share Index. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to solely UK based investments.
What's the charge?
The Annual Management Charge (AMC) is 0.080%. This is equal to £0.80 for every £1,000 invested.
Who manages it?
World (ex-UK) Developed Equity Index Fund
About this fund
This fund invests in the shares of overseas companies (Europe, Japan, Far East, US and Canadian markets) according to market capitalisation weightings. This fund aims to achieve a return in line with the FTSE All-World Developed ex-UK Index. 50% of the currency exposure to certain markets is hedged back into Sterling reducing the impact of currency movements.
This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to solely non-UK based investments.
What's the charge?
The Annual Management Charge (AMC) is 0.085%. This is equal to £0.85 for every £1,000 invested.
Who manages it?
All World Equity Index Fund (New)
About this fund
The Fund provides access to global equity markets via index funds and aims to capture global equity market returns. The Fund aims to provide a return in line with the FTSE AW All World Index. 50% of the currency exposure to certain markets is hedged back into sterling reducing the impact of currency movements. This fund has been set up so that future changes to the underlying fund or manager can be introduced. Any change will be announced in advance.
Who might this be suitable for?
The Fund is likely to be of specific interest to members with mid to long-term investment horizons.
What's the charge?
The Annual Management Charge (AMC) is 0.105%. This is equal to £1.05 for every £1,000 invested.
Who manages it?
Visit IBM's Client Site for Legal & General.
The performance shown in the chart on the right is the gross index return.
World Emerging Markets Equity Index Fund (New)
About this fund
The World Emerging Markets Equity Index Fund aims to capture the returns of the worlds emerging markets. It tracks the FTSE AW All-Emerging Markets Index. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
The Fund is likely to be of specific interest to members with mid to long-term investment horizons.
What's the charge?
The Annual Management Charge (AMC) is 0.250%. This is equal to £2.50 for every £1,000 invested.
Who manages it?
Visit IBM's Client Site for Legal & General.
The performance shown in the chart on the right is the gross fund returns.
Ethical Global Equity Index Fund (New)
About this fund
The Ethical Global Equity Index Fund is designed to capture the returns of the FTSE4Good Global Index and is aimed at investors who wish to take account of ethical, environment or social principles. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to global investments with an emphasis on companies that satisfy certain ethical criteria.
What's the charge?
The Annual Management Charge (AMC) is 0.250%. This is equal to £2.50 for every £1,000 invested.
Who manages it?
Visit IBM's Client Site for Legal & General.
The performance shown in the chart on the right is the gross fund returns.
Ethical UK Equity Index Fund (!)
About this fund
This fund aims to capture the returns of the FTSE4Good UK Index and is aimed at investors who wish to take account of ethical, environmental or social principles. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to solely UK based investments with an emphasis on companies that satisfy certain ethical criteria.
What's the charge?
The Annual Management Charge (AMC) is 0.20%. This is equal to £2.00 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Global Equity Fixed Weights (60:40) Index Fund (!)
About this fund
This fund provides access to the UK and overseas markets via index funds and aims to capture global equity market returns. It is invested 60% in UK equities and 40% in overseas equities. The 40% is divided – 14% in Europe (ex-UK), 14% in North America, 7% in Japan and 5% in Asia Pacific (ex-Japan).
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to a mixture of UK and non-UK based investments.
What's the charge?
The Annual Management Charge (AMC) is 0.085%. This is equal to £0.85 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Global Equity (70:30) Index Fund (!)
About this fund
This fund provides access to the UK and overseas markets via index funds and aims to capture global equity market returns. It is broadly invested 70% in UK equities and 30% in overseas equities, with the overseas regional weightings reflecting the way the average UK pension scheme invests.
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to a mixture of UK and non-UK based investments.
What's the charge?
The Annual Management Charge (AMC) is 0.085%. This is equal to £0.85 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Growth Fund (New)
About this fund
The Fund tracks a composite index consisting of global equities, global real estate securities, emerging market debt, commodities, corporate and government bonds and cash. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
The Fund is likely to be of specific interest to members with mid to long-term investment horizons, however, with a reduced element of risk compared to the Growth Plus Fund.
What's the charge?
The Annual Management Charge (AMC) is 0.118%. This is equal to £1.18 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Growth Plus Fund (New)
About this fund
The Fund tracks a composite index consisting of global equities, global real estate securities, emerging market debt, commodities, corporate and government bonds. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
The Fund is likely to be of specific interest to members with mid to long-term investment horizons, however, with a greater element of risk compared to the Growth Fund.
What's the charge?
The Annual Management Charge (AMC) is 0.138%. This is equal to £1.38 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Consensus Index Fund (!)
About this fund
This fund combines the mid to long-term growth potential of UK and overseas equities with the relative security of gilts, overseas bonds and cash. Investments are spread across asset classes reflecting the way the average balanced UK pension scheme invests.
Who might this be suitable for?
This fund may be suitable for members who are several years from retirement, looking for long-term investment growth and exposure to a number of different asset classes including equities, bonds and cash.
What's the charge?
The Annual Management Charge (AMC) is 0.085%. This is equal to £0.85 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Over 15 Year Gilts Index Fund
About this fund
This fund aims to capture the returns of the UK gilt market. It tracks the FTSE A Government (Over 15 Year) Index and invests in long-term gilts.
Who might this be suitable for?
This fund may be suitable for members who are approaching retirement and who want to purchase an annuity which has non-increasing payments.
What's the charge?
The Annual Management Charge (AMC) is 0.075%. This is equal to £0.75 for every £1,000 invested.
Who manages it?
Index Linked Gilts Fund (New)
About this fund
The All Stocks Index-Linked Gilts Index Fund aims to capture the return of the UK index-linked gilt market. It tracks the FTSE A Government Index-Linked (All Stocks) Index and invests in both short and long-term index-linked gilts. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This Fund is likely to be of specific interest to members who are nearing their pension date and who want to purchase an annuity that has inflation linked payments.
What's the charge?
The Annual Management Charge (AMC) is 0.75%. This is equal to £0.75 for every £1,000 invested.
Who manages it?
Visit IBM's Client Site for Legal & General.
The performance shown in the chart on the right is the gross fund returns.
Investment Grade Corporate Bond - All Stocks Index Fund (New)
About this fund
The Investment Grade Corporate Bond All Stocks Index Fund aims to capture the return of the iBoxx Sterling Non-Gilts Index and invests primarily in long-dated sterling-denominated investment grade corporate bonds. This fund has been set up so that future changes to the underlying fund or manager can be introduced. Any change will be announced in advance.
Who might this be suitable for?
This Fund is likely to be of specific interest to members who are nearing their pension date and who want to purchase an annuity that has non-increasing payments. Generally, reduced risk means a lower return and bond returns have historically been lower than equity returns over the long-term.
What's the charge?
The Annual Management Charge (AMC) is 0.075%. This is equal to £0.75 for every £1,000 invested.
Who manages it?
Visit IBM's Client Site for Legal & General.
The performance shown in the chart on the right is the gross fund returns.
Emerging Markets Debt Index Fund (New)
About this fund
The Fund provides exposure to the yields offered by Emerging Market Debt. The Fund is split equally between securities denominated in local currencies and securities denominated in USD with both elements tracking the JP Morgan Emerging Market Bond indices. The exposure to securities denominated in US dollars is hedged back to sterling in order to reduce currency risk. This fund has been set up so that future changes to the underlying fund or manager can be introduced. Any change will be announced in advance.
Who might this be suitable for?
The Fund is likely to be of specific interest to members with mid to long-term investment horizons.
What's the charge?
The Annual Management Charge (AMC) is 0.200%. This is equal to £2.00 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
Pre-Retirement Bond Fund
About this fund
This fund aims to reflect the way that typical non-inflation-linked annuities are priced. It currently invests 90% in the AAA-AA-A Corporate Bonds Over 15 Year index fund and 10% in the Over 15 Year Gilts index fund. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This fund may be suitable for members who are approaching retirement and who want to purchase an annuity which has non-increasing payments.
What's the charge?
The Annual Management Charge (AMC) is 0.075%. This is equal to £0.75 for every £1,000 invested.
Who manages it?
Annuity Protection Fund (!)
About this fund
This fund aims to reflect the way that annuities are priced, which reduces the impact on your pension if your retirement is at a time of high inflation. It invests 70% in the Over 5 Year Index-Linked Gilts Index Fund and 30% in the Over 15 Year Gilts Index Fund.
Who might this be suitable for?
This fund may be suitable for members who are approaching retirement and who want to purchase an annuity which has payments which increase in line with inflation.
What's the charge?
The Annual Management Charge (AMC) is 0.075%. This is equal to £0.75 for every £1,000 invested.
Who manages it?
There is currently no performance
data available for this fund.
The Money Fund
About this fund
This fund currently invests in the L&G UK Treasury Bills Fund. This is an actively managed fund predominantly investing in a portfolio of high quality short term investments issued by the UK Government. This fund has been set up in such a way that future changes to the underlying fund or manager can be introduced, if appropriate. Any change will be announced in advance.
Who might this be suitable for?
This fund may be suitable for members who want a cash sum at retirement. It offers lower volatility over the short term, rather than growth in the longer term. However, there is no guarantee that the value of the fund cannot fall.
What's the charge?
The Annual Management Charge (AMC) is 0.075%. This is equal to £0.75 for every £1,000 invested.
Who manages it?
